In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, looked through the performance of stocks over 2024, what worked, what didn't and the lessons for 2025. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...

In this week's Special Christmas edition of the podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen, is joined by Chief Strategist, David Llewellyn-Smith, to discuss his biggest concern for 2025 and the economic danger it presents. Click here to subscribe to our YouTube channel to be ...

A stark divide has opened up between Australia and the rest of the world. Productivity is booming in many countries, it is busting in Australia. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen and Chief Economist Leith Van Onselen discussed the four key reasons for ...

Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch. In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen delve into what it is saying, why it is so important and the effects of different paths. Agenda: US ...

Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.

The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.

China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...

In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999. Agenda: Technological Macroeconomic similarities Societal change View the presentation slides Click here ...

In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals ...